Therapy and Allied Health Pack

Safe Use Licensing and Adoption Guide

Keep purchased masters, provider-adopted templates and completed records distinct while applying the one-entity licence.

Participant Rights Choice and Advocacy Policy

Use this policy when planning or delivering support, responding to a choice or concern, or working with an advocate.

Privacy Consent Information Sharing and Records Policy

Set the organisation's rules for participant information, consent, access and records. Where APPs apply, publish a separate public privacy policy and give required collection notices.

Complaints Management Policy

Use this policy when anyone raises a concern about support or service conduct, including a concern given anonymously or through a supporter.

Incident Management and Safeguarding Policy

Use this policy when harm or possible harm is observed or alleged during support. Start with safety, then record, notify, investigate and improve.

Conflicts of Interest Referrals and Participant Choice Policy

Keep a participant's provider choice independent of the organisation's income, relationships and staff interests, from first referral to service exit.

Prevention of Violence Abuse Neglect Exploitation Discrimination and Sexual Misconduct Policy

Prevent harm to participants, notice early warning signs and give workers a safe route to act on a disclosure, allegation or observed concern.

Quality Management Continuous Improvement and Internal Audit Policy

Use service evidence, participant feedback and independent checks to find weak controls, fix causes and show that changes work in actual support delivery.

Public Privacy Policy and Participant Information Notice

Explain the adopting provider's actual information practices, access and correction route, complaints process and overseas disclosures to participants and other people.

Workforce Planning and Recruitment Policy

Plan and recruit a workforce whose numbers, availability, conduct and competence match actual participant services and foreseeable continuity needs.

Worker Screening and Personnel Records Policy

Prevent ineligible allocation and maintain a complete, secure and reviewable personnel record for every worker and role.

Workplace Behaviour Respect and Equal Opportunity Policy

Prevent and respond to bullying, harassment, discrimination, sexual harassment, victimisation and other disrespectful workplace conduct.

Induction Training and Competency Policy

Permit independent work only after role, service and participant-specific learning has been demonstrated through suitable evidence.

Leave and Flexible Work Policy

Administer leave and flexible-work requests lawfully, consistently and transparently while planning safe service continuity.

Performance Grievance and Procedural Fairness Policy

Address performance concerns and employee grievances through clear expectations, evidence, support and unbiased decisions.

Pay Classification Rostering and Time Records Policy

Link actual duties and roster events to the verified industrial instrument, classification, pay rules and seven-year employment record.

WHS and Psychosocial Safety Policy

Identify and control actual work hazards, protect people and check that controls work.

Exit Resignation and Termination Policy

Manage resignation, end of contract, redundancy, abandonment concerns and termination with lawful process, service continuity and complete access and pay reconciliation.

Clinical Governance and Safe Professional Practice Policy

Make clinical services accountable, coordinated and responsive to the person, with clear decisions about professional scope, risk and quality.

Use only when: Apply to the clinical services and professions the provider actually delivers, with their applicable professional and legal requirements.

Specialist Behaviour Support and Restrictive Practice Reduction Policy

Provide individual behaviour assessment and planning that improves the person's life and reduces and eliminates restrictive practices.

Use only when: Use only for registered specialist behaviour support delivered by suitable practitioners within the provider's actual scope.

Governance and Delegations Policy

Use this policy to check who may make a decision, what evidence is needed and who checks the result.

Risk Business Continuity and Emergency Governance Policy

Use this policy when a risk changes or an emergency threatens support. It sets who activates, communicates and tests recovery.

Service Access Intake Delivery Transition and Exit Policy

Use this policy from first enquiry through delivery and exit. It sets the acceptance, planning and handover decisions that protect participant choice and continuity.

Safe People Handling and Transfers Policy

Plan safe people handling and use the assessed staff and equipment.

NDIS Worker Code of Conduct Policy

Apply the NDIS Code to daily work and record understanding and practical learning.

Cultural Safety Diversity and Inclusion Policy

Agree culturally safe support, respond to exclusion and check outcomes with the person.

Accessible Communication and Interpreting Policy

Make communication and services usable, agree adjustments and check that barriers are removed.

Service Accessibility and Reasonable Adjustments Policy

Make communication and services usable, agree adjustments and check that barriers are removed.

Participant Transport Driver and Vehicle Safety Policy

Authorise safe drivers and suitable vehicles, verify each journey and record practical worker competence.

Mobile Devices Photography and Professional Communication Policy

Use devices and messages safely, obtain specific media permission and preserve professional boundaries.

Alcohol Drugs and Fitness for Work Policy

Manage possible impairment, preserve safe support and make fair work and return decisions.

Whistleblower Protection Policy

Receive concerns safely, investigate fairly and record lawful disclosure and protection decisions.

Financial Management and Fraud Prevention Policy

Control business funds, authorise payments and reconcile actual financial evidence.

Fair Pricing Billing Integrity and Refunds Policy

Agree fair charges, check claim evidence and correct or refund errors through the right payer.

Information Security and Safe Records Handling Policy

Protect service information, respond to a suspected breach and record assessment, notification and recovery.

Child Safety Wellbeing and Protection Policy

Prevent harm to children, use accessible reporting routes and record the response and follow-up.

Use only when: Use when services involve children or young people. Complete the actual jurisdiction, role, screening and reporting arrangements before delivery.

Sexual Harassment and Sex Discrimination Prevention Policy

Prevent workplace harassment and sex discrimination, support people raising concerns and carry out a fair response.

Participant Transport Procedure

Complete participant journeys using an authorised driver, roadworthy accessible vehicle, agreed route and reconciled travel evidence.

Therapy Model of Care Procedure

Translate the provider's stated clinical model into consistent referral, assessment, intervention, outcome and discharge decisions.

Clinical Governance Procedure

Provide accountable oversight of clinical scope, safety, outcomes, incidents, supervision and improvement across therapy services.

Clinical Documentation Procedure

Create timely clinical records that support continuity, reasoning, participant understanding, billing and defensible correction history.

Consent Information and Clinical Records Procedure

Obtain and maintain informed, decision-specific consent for therapy and clinical information handling, including supported decision-making and withdrawal.

Clinical Risk and Escalation Procedure

Identify and manage clinical risk through participant-specific formulation, proportionate controls and accepted escalation to the authority able to act.

Supervision Competency and CPD Procedure

Maintain practitioner competence and professional scope through planned supervision, evidence-based development and restrictions where capability is not current.

Telehealth Service Delivery Procedure

Deliver clinically suitable telehealth with verified identity, privacy, contingency, location and emergency arrangements.

Specialist Behaviour Support Service Delivery Procedure

Provide specialist behaviour support from referral through assessment, plan, implementation and review within practitioner registration and restrictive-practice obligations.

Use only when: Use only when delivering specialist behaviour support within the provider and practitioner scope.

Functional Behaviour Assessment Procedure

Develop a defensible, testable formulation of behaviour using multiple evidence sources, participant context and explicit uncertainty.

Use only when: Use only when delivering specialist behaviour support within the provider and practitioner scope.

Interim Behaviour Support Plan Procedure

Issue a time-limited, safe and implementable interim plan while comprehensive assessment and planning continue.

Use only when: Use only when delivering specialist behaviour support within the provider and practitioner scope.

Restrictive Practice Reduction Procedure

Replace restrictive practices with participant-valued, evidence-tested alternatives through measurable reduction and safe review.

Use only when: Use only when delivering specialist behaviour support within the provider and practitioner scope.

Implementing Provider Collaboration Procedure

Convert practitioner plans into reliable implementing-provider practice through clear responsibilities, feedback, training and accepted change control.

Use only when: Use only when delivering specialist behaviour support within the provider and practitioner scope.

Behaviour Incident Analysis and Reporting Procedure

Analyse behaviour-related incidents without blame, meet connected reporting duties and feed verified learning into formulation, plans and implementation.

Use only when: Use only when delivering specialist behaviour support within the provider and practitioner scope.

Medicare Claiming Procedure

Submit one accurate Medicare claim for an eligible, referred and evidenced service and reconcile the response to the patient account.

Use only when: Use only for eligible Medicare-funded services; these records are not general NDIS registration requirements.

Referral Validity Procedure

Determine whether a Medicare referral supports the proposed practitioner, service, patient and date before claiming.

Use only when: Use only for eligible Medicare-funded services; these records are not general NDIS registration requirements.

Financial Consent Procedure

Ensure a patient understands likely fees, benefits, gaps and billing route before agreeing to a Medicare-related service.

Use only when: Use only for eligible Medicare-funded services; these records are not general NDIS registration requirements.

Claim Correction and Refund Procedure

Correct Medicare, patient and accounting records from the original transaction through refund, resubmission or repayment without duplication.

Use only when: Use only for eligible Medicare-funded services; these records are not general NDIS registration requirements.

Rejected Claim Resolution Procedure

Resolve each rejected Medicare claim from its actual response code and evidence without repeated blind submission or unfairly shifting cost.

Use only when: Use only for eligible Medicare-funded services; these records are not general NDIS registration requirements.

Medicare Audit Response Procedure

Respond to a Medicare audit or information request with scoped, source-traceable evidence, controlled disclosure and reconciled remediation.

Use only when: Use only for eligible Medicare-funded services; these records are not general NDIS registration requirements.

People Handling Equipment and Transfer Procedure

Plan safe people handling and use the assessed staff and equipment.

Remote Service Suitability and Delivery Procedure

Choose a suitable remote service, protect privacy and arrange safe follow-up.

Safe Staffing Shift Changes and Time Record Procedure

Arrange safe cover, record actual work and resolve staffing or time-record gaps fairly.

Worker Grievance and Workplace Dispute Procedure

Receive, resolve and review worker concerns fairly, with safe reporting and useful evidence.

Participant-led Cultural Safety and Inclusion Procedure

Agree culturally safe support, respond to exclusion and check outcomes with the person.

Communication and Access Adjustment Procedure

Make communication and services usable, agree adjustments and check that barriers are removed.

Safe Device Messaging and Media Handling Procedure

Use devices and messages safely, obtain specific media permission and preserve professional boundaries.

Workplace Hazard Consultation and Risk Control Procedure

Identify and control actual work hazards, protect people and check that controls work.

Suspected Impairment and Safe Work Response Procedure

Manage possible impairment, preserve safe support and make fair work and return decisions.

Confidential Whistleblower Response Procedure

Receive concerns safely, investigate fairly and record lawful disclosure and protection decisions.

Financial Approval Payment and Reconciliation Procedure

Control business funds, authorise payments and reconcile actual financial evidence.

NDIS Claim Checking Correction and Refund Procedure

Agree fair charges, check claim evidence and correct or refund errors through the right payer.

Data Breach Containment Assessment and Notification Procedure

Protect service information, respond to a suspected breach and record assessment, notification and recovery.

Child Safeguarding Concern and Disclosure Response Procedure

Prevent harm to children, use accessible reporting routes and record the response and follow-up.

Use only when: Use when services involve children or young people. Complete the actual jurisdiction, role, screening and reporting arrangements before delivery.

Workplace Sexual Harassment Reporting and Response Procedure

Prevent workplace harassment and sex discrimination, support people raising concerns and carry out a fair response.

Participant Rights Choice and Advocacy Procedure

Use this procedure when planning or delivering support, responding to a choice or concern, or working with an advocate.

Privacy Consent Information Sharing and Records Procedure

Follow the approved steps for collection, consent, access, correction, disclosure, retention, disposal and privacy incidents.

Complaints Management Procedure

Use this procedure when anyone raises a concern about support or service conduct, including a concern given anonymously or through a supporter.

Incident Management and Safeguarding Procedure

Use this procedure when harm or possible harm is observed or alleged during support. Start with safety, then record, notify, investigate and improve.

Conflicts of Interest Referrals and Participant Choice Procedure

Check, disclose and manage an interest before it affects a participant's provider choice, referral, allocation or claim.

Prevention of Violence Abuse Neglect Exploitation Discrimination and Sexual Misconduct Procedure

Recognise and respond to a sign, disclosure or allegation of harm, then check that protection and reporting actions are completed.

Quality Management Continuous Improvement and Internal Audit Procedure

Plan an internal check, record a finding, fix its cause and verify that the change works in delivered supports.

Governance and Delegations Procedure

Use this procedure to check who may make a decision, what evidence is needed and who checks the result.

Risk Business Continuity and Emergency Governance Procedure

Use this procedure when a risk changes or an emergency threatens support. It sets who activates, communicates and tests recovery.

Service Access Intake Delivery Transition and Exit Procedure

Use this procedure from first enquiry through delivery and exit. It sets the acceptance, planning and handover decisions that protect participant choice and continuity.

National and State or Territory Decisions Guide

Separate national operating requirements from decisions that depend on where a participant, worker or service is located.

Document Adoption Control and Update Guide

Adopt and revise documents without silently replacing the versions already used in participant or workforce records.

Participant Rights Choice Consent and Advocacy Training

Teach the worker to apply this topic in real supports and record the limits of their demonstrated competence.

Privacy Consent Information Sharing and Records Training

Teach the worker to apply this topic in real supports and record the limits of their demonstrated competence.

Complaints Feedback and Fair Response Training

Teach the worker to apply this topic in real supports and record the limits of their demonstrated competence.

Incident Safeguarding and Reportability Training

Teach the worker to apply this topic in real supports and record the limits of their demonstrated competence.

Service Agreements Pricing and Claim Evidence Training

Teach the worker to apply this topic in real supports and record the limits of their demonstrated competence.

Emergency Continuity and Infection Prevention Training

Teach the worker to apply this topic in real supports and record the limits of their demonstrated competence.

NDIS Provider Setup Registration Implementation and Operations Guide

Build an NDIS provider step by step, from service scope and registration decisions to participant delivery, records and ongoing assurance.

Business Launch and Employee Expectations Guide

Set up clear public information, a working enquiry route and an understood first-shift handover.

HR and Workforce Pack Implementation Guide

Connect workforce planning, lawful employment terms, screening and observed capability before independent service allocation.

NES and Award Selection Guide

Determine the applicable employment instrument from employer context and actual duties, then apply the NES and correct classification pathway.

State or Territory Screening and Workplace Decision Guide

Identify the screening and workplace requirements activated by each worker's duties and actual work locations.

Registration Verification Core and Supplementary Module Decision Guide

Map actual provider services to the current registration and audit pathway without applying a generic module list to every provider.

NDIS Therapy Implementation Guide

Translate a participant's functional goal into a consented assessment, reasoned therapy plan and traceable outcome report.

Clinical Governance and Professional Registration Guide

Assign discipline-specific professional authority, clinical supervision and advertising oversight to the services actually delivered.

Telehealth Applicability and Setup Guide

Decide whether remote delivery is suitable for this participant and maintain privacy, location awareness and a practical fallback.

Specialist Behaviour Support Registration and Scope Guide

Verify the specialist provider and practitioner pathway and distinguish development duties from implementing-provider obligations.

Use only when: Use only when delivering specialist behaviour support within the provider and practitioner scope.

Functional Assessment and Evidence Guide

Develop a testable behavioural hypothesis from participant voice and contextual observations while keeping uncertainty visible.

Use only when: Use only when delivering specialist behaviour support within the provider and practitioner scope.

Behaviour Support Plan Quality Guide

Check that a behaviour support plan is evidence-linked, understandable at the point of support and supported by the required authority.

Use only when: Use only when delivering specialist behaviour support within the provider and practitioner scope.

Medicare Eligibility and Referral Guide

Verify the actual MBS pathway, referral and remaining service entitlement before describing a service as eligible for a Medicare benefit.

Use only when: Use only for eligible Medicare-funded services; these records are not general NDIS registration requirements.

Medicare Billing and Claiming Guide

Reconcile actual service evidence, fee arrangements and claim responses without confusing a submitted claim with a paid claim.

Use only when: Use only for eligible Medicare-funded services; these records are not general NDIS registration requirements.

Medicare Audit Evidence Guide

Reconstruct selected claims from original referral through service and payment and distinguish documentation gaps from substantive claiming errors.

Use only when: Use only for eligible Medicare-funded services; these records are not general NDIS registration requirements.

Outcome Measure Selection and Governance Guide

Choose a measure that informs the participant's actual goal and record administration limits before interpreting change.

Training Matrix Blank Edition

Capture the decisions and evidence required for training matrix

Social Community Home Care and Disability Services Industry Award Coverage Classification and Rostering Guide

Apply the current SCHADS coverage, classification and roster provisions to actual duties and dated payroll inputs.

Use only when: Select the award pathway that applies to the worker's actual duties and employment; do not adopt every award schedule.

Nurses Award Coverage Classification and Rostering Guide

Separate Nurses Award employment classification from professional registration and evaluate the actual roster before payroll approval.

Use only when: Select the award pathway that applies to the worker's actual duties and employment; do not adopt every award schedule.

Health Professionals and Support Services Award Coverage Classification and Rostering Guide

Determine the relevant professional or support-services classification and test roster inputs against the current employment instrument.

Use only when: Select the award pathway that applies to the worker's actual duties and employment; do not adopt every award schedule.

Clerks Private Sector Award Coverage Classification and Rostering Guide

Test clerical coverage and classification using the employer's industry and actual administrative duties before applying hours and pay rules.

Use only when: Select the award pathway that applies to the worker's actual duties and employment; do not adopt every award schedule.

Safe People Handling Practical Learning

Teach the task, observe actual practice and record clear limits and follow-up.

Safe Remote Support Practical Learning

Choose a suitable remote service, protect privacy and arrange safe follow-up.

Safe Staffing and Accurate Time Records Practical Learning

Arrange safe cover, record actual work and resolve staffing or time-record gaps fairly.

Worker Grievance and Fair Response Practical Learning

Receive, resolve and review worker concerns fairly, with safe reporting and useful evidence.

NDIS Code of Conduct Worker Training

Apply the NDIS Code to daily work and record understanding and practical learning.

Cultural Safety and Inclusion Worker Training

Agree culturally safe support, respond to exclusion and check outcomes with the person.

Accessible Communication and Service Access Worker Training

Make communication and services usable, agree adjustments and check that barriers are removed.

Safe Participant Transport Worker Training

Authorise safe drivers and suitable vehicles, verify each journey and record practical worker competence.

Safe Phones Images and Messaging Worker Training

Use devices and messages safely, obtain specific media permission and preserve professional boundaries.

Recognising Workplace Hazards and Acting Safely Practical Learning

Identify and control actual work hazards, protect people and check that controls work.

Recognising Impairment and Responding Safely Worker Training

Manage possible impairment, preserve safe support and make fair work and return decisions.

Whistleblower Reporting and Recipient Response Training

Receive concerns safely, investigate fairly and record lawful disclosure and protection decisions.

Information Security and Breach First Response Worker Training

Protect service information, respond to a suspected breach and record assessment, notification and recovery.

Child Safety Boundaries and First Response Worker Training

Prevent harm to children, use accessible reporting routes and record the response and follow-up.

Use only when: Use when services involve children or young people. Complete the actual jurisdiction, role, screening and reporting arrangements before delivery.

Workplace Respect Boundaries and Reporting Worker Training

Learn to recognise unsafe conduct, respond safely and use the organisation's reporting routes.

Allied Health Service Agreement Blank Edition

Define service-specific expectations, responsibilities, charges and change arrangements for allied health service agreement

Specialist Behaviour Support Service Agreement

Define service-specific expectations, responsibilities, charges and change arrangements for specialist behaviour support service agreement

Use only when: Use only when delivering specialist behaviour support within the provider and practitioner scope.

Specialist Behaviour Support Pricing Schedule

Capture the decisions and evidence required for specialist behaviour support pricing schedule

Use only when: Use only when delivering specialist behaviour support within the provider and practitioner scope.

Casual Employment Contract Blank Edition

Provide a controlled and practical casual employment contract for an NDIS provider

Full Time Employment Contract Blank Edition

Provide a controlled and practical full time employment contract for an NDIS provider

Part Time Employment Contract Blank Edition

Provide a controlled and practical part time employment contract for an NDIS provider

Permitted Fixed Term Employment Contract Blank Edition

Provide a controlled and practical permitted fixed term employment contract for an NDIS provider

Social Community Home Care and Disability Services Industry Award Employment Terms Schedule Blank Edition

Complete the employer's industry, actual duties and relevant classification stream before choosing pay inputs.

Use only when: Select the award pathway that applies to the worker's actual duties and employment; do not adopt every award schedule.

Nurses Award Employment Terms Schedule Blank Edition

Separate the employment classification from nursing registration and clinical authority.

Use only when: Select the award pathway that applies to the worker's actual duties and employment; do not adopt every award schedule.

Health Professionals and Support Services Award Employment Terms Schedule Blank Edition

Identify whether the role is a health professional or a support-services role, then resolve coverage and classification from the actual duties and employer.

Use only when: Select the award pathway that applies to the worker's actual duties and employment; do not adopt every award schedule.

Clerks Private Sector Award Employment Terms Schedule Blank Edition

Use this schedule only after comparing the Clerks occupational award with any applicable industry award or enterprise agreement.

Use only when: Select the award pathway that applies to the worker's actual duties and employment; do not adopt every award schedule.

Offer of Employment Cover Letter

Offer of employment as [position]

Confirmation of Employment After Probation

Successful completion of probation

Pay or Classification Change Notice

Your classification and pay from [effective date]

Higher Duties Confirmation

Temporary higher duties as [acting position]

Annual Leave Cash-Out Agreement

Separate agreement to cash out annual leave

Wage Deduction Authorisation

Voluntary authority for a specific wage deduction

Casual Employee-Choice Response

Response to your employee-choice notice

Unexplained Absence Contact Letter

Please contact us about your absence

Resignation Acknowledgement

Your resignation and final arrangements

Proposed Termination or Serious-Outcome Meeting Invitation

Meeting to discuss [specific concerns]

Termination Outcome Letter

Employment decision and final arrangements

Employment Terms Variation Agreement

Agreed change to employment terms

Consent and Information Sharing Form Blank Edition

Use this record before relying on a person's permission to collect or share their information.

Complaint Record and Response Form Blank Edition

Open a record when anyone raises dissatisfaction about supports or service conduct, including an anonymous complaint.

Incident Investigation and Closure Form Blank Edition

Record immediate protection and medical or emergency assistance before the investigation.

Conflict of Interest Disclosure and Management Form Blank Edition

Disclose an actual, potential or perceived conflict before making the affected recommendation or decision.

Foundational Records and Insurance Setup Checklist

Verify foundational records, insurance scope and commencement evidence, assign unresolved gaps and record the authorised service-readiness decision.

Emergency and Disaster Management Plan

The governing body develops, consults on, approves and puts this organisation-level plan into practice for services subject to the NDIS core emergency and disaster management indicator.

Transport Consent and Journey Record Blank Edition

Agree the journey, assistance and charging basis before travel.

Therapy Pricing Schedule Blank Edition

Capture the decisions and evidence required for therapy pricing schedule

Referral and Triage Record Blank Edition

Triage the actual request before accepting an appointment.

Therapy Consent Record Blank Edition

Discuss the specific assessment or treatment, expected benefits, material risks, alternatives and the option of no service in an accessible way.

Clinical Assessment Record Blank Edition

An appropriately qualified practitioner records the assessment within their actual discipline and competence.

Clinical Session Note Blank Edition

Record the actual session promptly and distinguish participant report, observation, clinical interpretation and action.

Clinical Risk and Safety Plan Blank Edition

Use a practitioner-led assessment appropriate to the discipline and the person's actual circumstances.

NDIS Outcomes Report Blank Edition

Explain how therapy findings and actual interventions relate to the participant's functional goals.

Discharge and Transfer Record Blank Edition

Close or transfer the clinical episode deliberately, with the participant's involvement.

Clinical Supervision Record Blank Edition

Use a supervisor with appropriate clinical competence for the topic.

Behaviour Support Referral Record Blank Edition

Confirm the person's own reason for seeking support, immediate safeguarding needs and the specialist provider's actual capacity.

Use only when: Use only when delivering specialist behaviour support within the provider and practitioner scope.

Consent and Supported Decision Making Record Blank Edition

Support the person to make each decision rather than replacing their decision because support is needed.

Use only when: Use only when delivering specialist behaviour support within the provider and practitioner scope.

Stakeholder Consultation Record Blank Edition

Identify who was consulted, why their involvement was appropriate and what the person authorised.

Use only when: Use only when delivering specialist behaviour support within the provider and practitioner scope.

Functional Behaviour Assessment Blank Edition

A suitable practitioner synthesises person-centred information, direct observations and relevant assessment evidence into a testable formulation.

Use only when: Use only when delivering specialist behaviour support within the provider and practitioner scope.

Behaviour Data Analysis Plan Blank Edition

Define observations before collecting them.

Use only when: Use only when delivering specialist behaviour support within the provider and practitioner scope.

Interim Behaviour Support Plan Blank Edition

Use the available assessment evidence to provide a timely, person-centred safety and support plan while further assessment continues.

Use only when: Use only when delivering specialist behaviour support within the provider and practitioner scope.

Comprehensive Behaviour Support Plan Blank Edition

Build the plan from the individual's functional behaviour assessment and consultation, not from a diagnosis or another participant's plan.

Use only when: Use only when delivering specialist behaviour support within the provider and practitioner scope.

Least Restrictive Alternatives Record Blank Edition

Compare ways to meet the person's need and reduce actual harm without restricting rights.

Use only when: Use only when delivering specialist behaviour support within the provider and practitioner scope.

Implementing Provider Readiness Record Blank Edition

Review the actual provider, setting, plan version and workers before implementation.

Use only when: Use only when delivering specialist behaviour support within the provider and practitioner scope.

Behaviour Support Training Record Blank Edition

Train and assess the actual workers against the participant's current plan and their allocated role.

Use only when: Use only when delivering specialist behaviour support within the provider and practitioner scope.

Behaviour Outcomes Record Blank Edition

Report outcomes that matter to the person alongside behaviour, exposure, implementation quality and any restrictive-practice use.

Use only when: Use only when delivering specialist behaviour support within the provider and practitioner scope.

Behaviour Support Review Record Blank Edition

Review the current plan against the person's wishes, assessment evidence, implementation, outcomes and any restrictive-practice safeguards.

Use only when: Use only when delivering specialist behaviour support within the provider and practitioner scope.

Behaviour Incident Analysis Record Blank Edition

Preserve the original incident record and analyse sequence, the person's experience, context, response and plan implementation without blaming the person.

Use only when: Use only when delivering specialist behaviour support within the provider and practitioner scope.

Medicare Eligibility Check Blank Edition

Check the exact service-date item, patient pathway and treating practitioner's eligibility at the actual practice location.

Use only when: Use only for eligible Medicare-funded services; these records are not general NDIS registration requirements.

Medicare Referral Validation Record Blank Edition

Read the actual referral and the current rules for the specific programme and service date.

Use only when: Use only for eligible Medicare-funded services; these records are not general NDIS registration requirements.

Medicare Financial Consent Record Blank Edition

Explain the practice fee, possible Medicare benefit and patient's out-of-pocket amount before the service.

Use only when: Use only for eligible Medicare-funded services; these records are not general NDIS registration requirements.

Psychology Governance and Scope Annex

Provide a controlled and practical psychology governance and scope annex for an NDIS provider

Use only when: Use only for the named therapy discipline and services actually delivered.

Occupational Therapy Governance and Scope Annex

Provide a controlled and practical occupational therapy governance and scope annex for an NDIS provider

Use only when: Use only for the named therapy discipline and services actually delivered.

Speech Pathology Governance and Scope Annex

Provide a controlled and practical speech pathology governance and scope annex for an NDIS provider

Use only when: Use only for the named therapy discipline and services actually delivered.

Physiotherapy Governance and Scope Annex

Provide a controlled and practical physiotherapy governance and scope annex for an NDIS provider

Use only when: Use only for the named therapy discipline and services actually delivered.

Early Childhood Supports Governance and Scope Annex

Provide a controlled and practical early childhood supports governance and scope annex for an NDIS provider

Use only when: Use only for the named therapy discipline and services actually delivered.

Early Childhood Supports Assessment Record

Use this record only where the early childhood supplementary module applies.

Use only when: Use only for the named therapy discipline and services actually delivered.

Early Childhood Supports Goals and Outcomes Record

Use this record only for the selected early childhood module.

Use only when: Use only for the named therapy discipline and services actually delivered.

Therapy Advertising and Public Claims Checklist

Check the exact health-service advertisement, supporting evidence and publication decision.

Interdisciplinary Case Conference Record Blank Edition

Agree a defined conference purpose and necessary attendees with the participant.

Telehealth Suitability and Safety Assessment Blank Edition

Decide whether this particular assessment or intervention can be delivered safely and effectively by the proposed remote method.

Team Leader Position Description

Give workers practical supervision and keep day-to-day services safe, reliable and responsive to participants. Make sure roster decisions match worker capability and the support each person needs.

Use only when: Use only when employing this role. Complete duties, credentials, reporting lines and employment settings for the actual service before issue.

Allied Health Clinician Position Description

Provide assessment and intervention within the clinician's named discipline and competence. Work with the participant on meaningful goals and explain options, expected benefits, limitations and progress clearly.

Use only when: Use only when employing this role. Complete duties, credentials, reporting lines and employment settings for the actual service before issue.

Registered Nurse Position Description

Assess nursing needs and provide safe, person-centred nursing care within current registration and competence. Coordinate with the participant and treating team so nursing plans are understood and followed.

Use only when: Use only when employing this role. Complete duties, credentials, reporting lines and employment settings for the actual service before issue.

Administration and Finance Position Description

Keep service administration and financial records accurate so participants and staff receive reliable information and authorised transactions are processed correctly.

Use only when: Use only when employing this role. Complete duties, credentials, reporting lines and employment settings for the actual service before issue.

Workforce Planning Record Blank Edition

Plan workforce capacity against confirmed support demand and actual competencies, not headcount alone.

Recruitment Selection Record Blank Edition

Set role-related selection criteria before scoring candidates.

Pre Employment and Onboarding Checklist Blank Edition

Use one checklist per worker and actual role.

Probation Review Record Blank Edition

Review the agreed duties, support and observed performance during probation.

Supervision Record Blank Edition

Use supervision to connect workload, participant outcomes, worker support and observed practice.

Performance Improvement Plan Blank Edition

Describe observable gaps against communicated job requirements, not character judgements.

Exit and Handover Record Blank Edition

Use this workforce exit record only for an employee or contractor leaving a role.

Secondary Employment Declaration Blank Edition

Ask only for information relevant to fatigue, availability, confidentiality, conflicts and lawful employment conditions.

Participant Handling and Transfer Plan Blank Edition

Plan safe people handling and use the assessed staff and equipment.

People Handling Observed Practice Assessment Blank Edition

Plan safe people handling and use the assessed staff and equipment.

Remote Service Decision and Safety Arrangements Record Blank Edition

Choose a suitable remote service, protect privacy and arrange safe follow-up.

Remote Support Practice Assessment Blank Edition

Choose a suitable remote service, protect privacy and arrange safe follow-up.

Therapy Treatment and Support Plan Blank Edition

Agree and review the participant's therapy goals, interventions and safe delivery.

Strategic and Business Plan Blank Edition

Record actual business decisions, accountable actions and evidence of their outcome.

Key Person Cover and Succession Handover Record Blank Edition

Record actual business decisions, accountable actions and evidence of their outcome.

Improvement Action and Effectiveness Review Record Blank Edition

Record actual business decisions, accountable actions and evidence of their outcome.

Organisation Insurance Schedule and Coverage Review Blank Edition

Record actual insurance cover, resolve gaps and keep renewals and activity changes under review.

Staffing Disruption and Time Record Correction Record Blank Edition

Arrange safe cover, record actual work and resolve staffing or time-record gaps fairly.

Staffing and Time Record Practice Assessment Blank Edition

Arrange safe cover, record actual work and resolve staffing or time-record gaps fairly.

Worker Grievance Response and Review Record Blank Edition

Receive, resolve and review worker concerns fairly, with safe reporting and useful evidence.

Worker Grievance Response Practice Assessment Blank Edition

Receive, resolve and review worker concerns fairly, with safe reporting and useful evidence.

Worker Code of Conduct Acknowledgement Blank Edition

Apply the NDIS Code to daily work and record understanding and practical learning.

NDIS Code of Conduct Practice Assessment Blank Edition

Apply the NDIS Code to daily work and record understanding and practical learning.

Cultural Safety Action and Review Record Blank Edition

Agree culturally safe support, respond to exclusion and check outcomes with the person.

Cultural Safety and Inclusion Practice Assessment Blank Edition

Agree culturally safe support, respond to exclusion and check outcomes with the person.

Service Access Barrier and Adjustment Record Blank Edition

Make communication and services usable, agree adjustments and check that barriers are removed.

Communication and Access Practice Assessment Blank Edition

Make communication and services usable, agree adjustments and check that barriers are removed.

Work Driver Authorisation and Competency Record Blank Edition

Authorise safe drivers and suitable vehicles, verify each journey and record practical worker competence.

Vehicle Registration Insurance and Equipment Approval Record Blank Edition

Authorise safe drivers and suitable vehicles, verify each journey and record practical worker competence.

Vehicle Predeparture Check and Defect Record Blank Edition

Authorise safe drivers and suitable vehicles, verify each journey and record practical worker competence.

Participant Transport Practical Assessment Blank Edition

Authorise safe drivers and suitable vehicles, verify each journey and record practical worker competence.

Work Device and Personal Device Use Approval Record Blank Edition

Use devices and messages safely, obtain specific media permission and preserve professional boundaries.

Participant Photo Video and Publication Consent Record Blank Edition

Use devices and messages safely, obtain specific media permission and preserve professional boundaries.

Device and Media Handling Practice Assessment Blank Edition

Use devices and messages safely, obtain specific media permission and preserve professional boundaries.

Workplace Hazard Risk and Control Review Record Blank Edition

Identify and control actual work hazards, protect people and check that controls work.

Workplace Safety Response Practice Assessment Blank Edition

Identify and control actual work hazards, protect people and check that controls work.

Fitness for Work Concern and Safe Handover Record Blank Edition

Manage possible impairment, preserve safe support and make fair work and return decisions.

Safe Return to Duties and Workplace Adjustment Plan Blank Edition

Manage possible impairment, preserve safe support and make fair work and return decisions.

Fitness for Work Response Practice Assessment Blank Edition

Manage possible impairment, preserve safe support and make fair work and return decisions.

Restricted Whistleblower Disclosure and Consent Record Blank Edition

Receive concerns safely, investigate fairly and record lawful disclosure and protection decisions.

Whistleblower Investigation and Protection Review Record Blank Edition

Receive concerns safely, investigate fairly and record lawful disclosure and protection decisions.

Whistleblower Recipient Practice Assessment Blank Edition

Receive concerns safely, investigate fairly and record lawful disclosure and protection decisions.

Financial Approval and Reconciliation Review Record Blank Edition

Control business funds, authorise payments and reconcile actual financial evidence.

Service Pricing and Claim Conditions Approval Record Blank Edition

Agree fair charges, check claim evidence and correct or refund errors through the right payer.

Claim Correction and Refund Record Blank Edition

Agree fair charges, check claim evidence and correct or refund errors through the right payer.

Business Cash Receipt and Reconciliation Record Blank Edition

Control business funds, authorise payments and reconcile actual financial evidence.

Data Breach Response Readiness Plan Blank Edition

Protect service information, respond to a suspected breach and record assessment, notification and recovery.

Data Breach Assessment Notification and Recovery Record Blank Edition

Protect service information, respond to a suspected breach and record assessment, notification and recovery.

Information Security Worker Practice Assessment Blank Edition

Protect service information, respond to a suspected breach and record assessment, notification and recovery.

Child Safe Service and Jurisdiction Implementation Plan Blank Edition

Prevent harm to children, use accessible reporting routes and record the response and follow-up.

Use only when: Use when services involve children or young people. Complete the actual jurisdiction, role, screening and reporting arrangements before delivery.

Confidential Child Safeguarding Concern and Reporting Record Blank Edition

Prevent harm to children, use accessible reporting routes and record the response and follow-up.

Use only when: Use when services involve children or young people. Complete the actual jurisdiction, role, screening and reporting arrangements before delivery.

Child Safeguarding Worker Practice Assessment Blank Edition

Prevent harm to children, use accessible reporting routes and record the response and follow-up.

Use only when: Use when services involve children or young people. Complete the actual jurisdiction, role, screening and reporting arrangements before delivery.

Workplace Harassment Prevention and Risk Control Plan Blank Edition

The prevention owner completes this plan with workers and their representatives for the actual service, locations and work arrangements.

Confidential Workplace Harassment Report and Response Record Blank Edition

Use this restricted record for a concern received verbally, in writing or anonymously.

Workplace Respect Training and Response Assessment Blank Edition

The supervisor uses the worker learning unit and actual reporting contacts to observe a practice response.

Document Register Blank Edition

Capture the decisions and evidence required for document register

Complaints Register and Trend Review Blank Edition

Track complaint cases, updates, outcomes and recurring problems without duplicating private case evidence.

Incident Register and Notification Tracker Blank Edition

Track incident cases, notification duties and recurring safety issues with links to the restricted case evidence.

Workforce Compliance and Credential Register

Capture the decisions and evidence required for workforce compliance and credential register

Registration Group and Audit Pathway Decision Workbook

Capture the decisions and evidence required for registration group and audit pathway decision workbook

Clinical File Audit Tracker

Capture the decisions and evidence required for clinical file audit tracker

Behaviour Support Case and Due Date Register

Capture the decisions and evidence required for behaviour support case and due date register

Use only when: Use only when delivering specialist behaviour support within the provider and practitioner scope.

Medicare Claims Reconciliation Register

Capture the decisions and evidence required for medicare claims reconciliation register

Use only when: Use only for eligible Medicare-funded services; these records are not general NDIS registration requirements.

Social Community Home Care and Disability Services Industry Award Pay Allowance and Roster Workbook Blank Edition

Record actual work and calculate entered pay components for payroll reconciliation.

Use only when: Select the award pathway that applies to the worker's actual duties and employment; do not adopt every award schedule.

Nurses Award Pay Allowance and Roster Workbook Blank Edition

Calculate approved nursing pay components and keep actual-work evidence.

Use only when: Select the award pathway that applies to the worker's actual duties and employment; do not adopt every award schedule.

Health Professionals and Support Services Award Pay Allowance and Roster Workbook Blank Edition

Calculate approved health-service pay components and keep actual-work evidence.

Use only when: Select the award pathway that applies to the worker's actual duties and employment; do not adopt every award schedule.

Clerks Private Sector Award Pay Allowance and Roster Workbook Blank Edition

Calculate approved clerical pay components and keep actual-work evidence.

Use only when: Select the award pathway that applies to the worker's actual duties and employment; do not adopt every award schedule.

State and Territory Employment Decision Workbook

Capture the decisions and evidence required for state and territory employment decision workbook

Standards Evidence Map

Capture the decisions and evidence required for standards evidence map